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Firm Management

Next Generation Document Management – Accounting Technology Lab Podcast – May 2026

Accounting Technology Lab Podcast May 29, 2026 

Next Generation Document Management – Accounting Technology Lab Podcast – May 2026

Next-generation document management is not simply an upgrade to existing systems, but a complete architectural redesign.

Brian Tankersley, Randy Johnston

Featured Articles

May 27, 2026  

Keeping People and Relationships at the Center of Your Practice: Consider AI Solutions

May 27, 2026  

Survey Shows Accountants’ Concerns on Professional, Tech and Social Issues

May 26, 2026  

Centri Lands $20 Million Credit Facility From Citizens Financial Group

May 26, 2026  

Shoreline Advisors in Massachusetts Joins Platform

May 26, 2026  

9 Easy Ways Firms Can Celebrate Client Loyalty and Milestones
Moss Adams Admits 36 New Partners

Firm Management January 26, 2023 

Moss Adams Admits 36 New Partners

“I’m proud to have this group join our partnership,” said Moss Adams CEO and Chairman Eric Miles.

Jason Bramwell

Deloitte Picks Jason Girzadas to Succeed Joe Ucuzoglu as CEO

Firm Management January 25, 2023 

Deloitte Picks Jason Girzadas to Succeed Joe Ucuzoglu as CEO

In addition, Lara Abrash will succeed Janet Foutty as chair of the Deloitte US Board of Directors.

Jason Bramwell

New AuditClub Passes Help CPA Firms and Companies Find Talent

Auditing January 25, 2023 

New AuditClub Passes Help CPA Firms and Companies Find Talent

AuditClub, the Audit Service Center and creator of the innovative auditors-as-a-service model, has announced new and enhanced weekly passes that allow members to subscribe to AuditClub professionals with ...

PKFOD

Firm Management January 25, 2023 

PKF O’Connor Davies Welcomes Massachusetts-based Archambault & Associates

The firm’s offerings include estate taxation and administration, trust funding and administration, tax preparation, tax planning, IRS representation, tax cost accounting, fiduciary accounting, and asset consolidation and simplification.

The Technology Lab Podcast – Review of FileThis – Jan. 2023

Accounting Technology Lab Podcast January 25, 2023 

The Technology Lab Podcast – Review of FileThis – Jan. 2023

Technologists Randy Johnston and Brian Tankersley, CPA, CITP, CGMA review FileThis, a cloud tool that digitally gathers personal or business financial documents, across all of the financial, sales and ecommerce sites you use.

Brian Tankersley, Randy Johnston

Walmart Launches Website for Business Shoppers

Small Business January 24, 2023 

Walmart Launches Website for Business Shoppers

Walmart Business is designed to offer a one-stop shop for office supplies, furniture, food and electronics. Walmart is also pitching a business membership plan that dangles extra savings.

Accounting Top 100 Social Media Leaderboard – Jan. 18, 2023

Accounting January 24, 2023 

Accounting Top 100 Social Media Leaderboard – Jan. 18, 2023

The Accounting Top 100 social media leaderboard scores and ranks users based on five separate metrics, each of which is weighted according to its perceived value.

Maureen Salahshoor

IRISLogo_RGB_on_white

Accounting January 24, 2023 

Accounting Software Maker IRIS Sees 30% Growth

IRIS Software Group is the maker of Doc.it, AccountantsWorld, myPaySolutions, and other professional solutions.

Isaac M. O'Bannon

Audit 1  56951b2f8d1d3

Accounting January 23, 2023 

New Approaches to Audits Gain Ground

With markets changing and capital becoming more constrained by the day, there is a rapidly heightened awareness of the role that due diligence and audits play.

How to Ask for a Five-Star Google Review

Firm Management January 23, 2023 

How to Ask for a Five-Star Google Review

Asking clients for reviews can feel awkward. In general, though, people love to brag about great customer service. They might just need a little reminder to do so.

Becky Livingston

Staffing 1  56250db463e93

Small Business January 23, 2023 

20% of U.S. Business Plan to Reduce Staff; 12% Plan Increase

Only 12% of those surveyed think headcount will rise in the next three months — less than half the share that said their companies had increased employment over the past three months. The survey of 60 NABE members was conducted Jan. 4-11.

From Execution to Insight: How Fintech is Shaping the Future of Accounts Payable

January 23, 2023 

From Execution to Insight: How Fintech is Shaping the Future of Accounts Payable

But within the next ten years, AP will go from brute force execution to strategic decision making, thanks to new fintech offerings.

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